Distributions
Creating custom waterfalls and running distributions.
14 articles
+4Written by Jay Krause, Brad St. Onge, Kevin Heras and 4 others
+4How to create a distribution plan
A step by step walkthrough of creating a custom distribution plan based on your waterfall.Written by Jay Krause. Updated over a week ago
Adding Ownership Equity (General Partner or Sponsor) to a Position
This article walks you through recording Equity for a Sponsor (GP)
Written by Theresa Klekar. Updated over a week ago
Reinvestment: How to Reinvest an Investor’s Dividends
This Article steps you through how to Reinvest an Investors capital in the current Project or in a new Project.Written by Theresa Klekar. Updated over a week ago
Distribution Plan: Waterfall Hurdles Explained
Breaking down the use and configuration of each type of waterfall hurdle.Written by Jay Krause. Updated over a week ago
Deleting a Distribution (Before It Is Sent)
How a sponsor can delete a distribution before payments have been sent!
Written by Alan Mohan. Updated over a week ago
How to run a distribution
A step-by-step guide to process a new distribution.Written by Jay Krause. Updated over a week ago
How do I create a Custom Distribution? (Video)
This article will show you how to manually record distributionsWritten by Brad St. Onge. Updated over a week ago
Day Count Convention Explained
What are the differences in day count convention?
Written by James Trammel. Updated over a week ago
Handling failed distribution payments (VIDEO)
How to identify, review, and re-send failed distribution payments via ACH or cheque.Written by Jay Krause. Updated over a week ago
How to delete a distribution plan
A step by step walk through for deleting distribution plans.
Written by Matthew Attou. Updated over a week ago